Stonebridge Economic Outlook

The headline statistics for the U.S. economy performed very much as expected in the second quarter and seem to be on track to do the same in the third quarter, even though some of the underlying details of the forecast missed expectations.

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August Market Commentary

This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the August equity and fixed income markets.

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Stonebridge Soundbites: The Importance of an Investment Policy Statement

An Investment Policy Statement (IPS) may seem like a daunting document but in reality, it can be a manageable tool for understanding the purpose and goals of your financial accounts. An IPS is advantageous for any client; whether you are an individual, family, nonprofit, or corporation. In this episode, Heidi and Patrick break down what an IPS is and how it can be established.

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Disclosure: The views expressed here reflect those of the speakers as of 8/20/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.

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